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RF&L Wealth Management, LLC

SEC CIK
0001965915
Latest filing
Jul 22, 2026

GL holding history

Globe Life Inc. in every 13F filed by RF&L Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GL overviewAll 13F holders of GLFull Q2 2026 holdings

Shares (Q2 2026)
3,413
Value
$609.9K
% of portfolio
0.4%
Quarters held
6
Since Q1 2025
Holdings of GL by RF&L Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,413$609.9K0.4%−213−5.9%ReducedHolders
Q1 20263,626$504.7K0.4%−277−7.1%ReducedHolders
Q4 20253,903$545.9K0.3%+1,334+51.9%AddedHolders
Q3 20252,569$367.3K0.2%−173−6.3%ReducedHolders
Q2 20252,742$340.8K0.2%+585+27.1%AddedHolders
Q1 20252,157$284.1K0.2%+2,157NewHolders